Qbox Fiduciary Solutions, LLC is a large advisory firm based in Fort Wayne. It manages $178.24 million of regulatory assets for 298 client accounts. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of California, Georgia, Indiana, and 4 other states.
Qbox Fiduciary Solutions provides portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, and educational seminars and workshops. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.
The assets under management (AUM) of Qbox Fiduciary Solutions, LLC is $178.24 million. The firm's AUM has grown by 136% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.
The advisory firm has several streams of revenue. Clients pay Qbox Fiduciary Solutions, LLC for their services and products based on a percentage of assets under management and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, high net worth individuals, and pension and profit sharing plans. The largest group of clients of Qbox Fiduciary Solutions is pension and profit sharing plans with 165 clients and $169.11 million of assets under management. Among the 7 most similar advisory firms, Qbox Fiduciary Solutions has the highest percentage of pension and profit sharing plans out of all clients.
The amount of regulatory assets under management is $178.24 million for 275 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. None of the firm’s clients are foreign persons or businesses.
Qbox Fiduciary Solutions doesn't advise any private funds.
The company employs 3 people that are either part- or full-time employees. 33 percent of the employees work as investment advisers or researchers. Only one employee is registered as an investment adviser representative with the state securities authorities.
There’s a single person with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.
The principal office where Qbox Fiduciary Solutions, LLC performs its advisory services is located at 3601 Hobson Road, Fort Wayne, IN 46815, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 260-918-4500. The normal business hours are 9:00 am - 5:00 pm on Monday - Friday. You can find more information about the New York firm at qboxfs.com.